About Products and Services
How We Work
Wealth Development GroupWealth Development Group, LLC, offers the following products and services to its clients in a variety of account relationship formats. Each format is based on the arrangement which best fits our client's needs, circumstances, goals and objectives and is mutually selected by the client and by us to achieve the desired relationship. The products and services offered include:
Financial Planning
Cash-Flow Planning Strategies
Estate Planning Strategies
Asset Preservation Strategies
Income Preservation Strategies
Family Legacy Planning Strategies
Multi-Generational Planning Strategies
Special Needs Planning
Limited Partnership Arrangements for Families
Charitable Gift and Planned Giving Arrangements
Business Continuation and Succession Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
akatz@wdg-llc.com | 215-491-1520